Edit Batch Email Template.

Edit Batch Email Template.

Edit Batch Email Template

When you email customers their (Debtor) invoices a covering letter is automatically created forming the  Body  of the main email. (The invoice/s is/are an attachment.) The  Subject  of the email is automatically set also. If you wish to make changes to this letter you can edit the  Batch   Email Template .

Step 1.  Click on the  Debtors  toolbar icon

  • Click on the  Setup  tab
  • Click on the  Batch Email Template  button

 

Step 2. Select the Placeholder References (Active Text)

  • On the right hand side of this window is a list of  Placeholder References , e.g.  <Customer>, <Trade Name>  etc. These are known as 'Active Text'. This information is auto filled/sourced from your company details entered via the  Setup  >  Setting  menu option.
  • These can be inserted into the  Subject  or  Body  text boxes on the left hand side of this window
 
  • To add a particular Placeholder Reference to these text boxes:
    • using the mouse place the cursor where you want it to be in the text box
    • click on the Placeholder Reference you want inserted into the body of the text
  • You can also add more general text to these text boxes, by simply typing
  • Click on the  OK  button to save changes
For Example:
 
Note: If you want the information to revert back to the original cashbook invoice template, click on the  Reset to default  button
An example of email sent:



Article ID 4213